4.2. Pre-requisite for Inventory Creation

Before onboarding inventories, wethe haveuser tomust configure the necessary settings such as Inventory category,Category, Manufacturer, SKU, Stock Room, Location, and Currency settings inwithin the settingsSettings module.

Settings -> Inventories -> Inventory category:

1.

1. Add Category:Category: The user can type the category name in the text box and click on “the "Add category”Category" button to add thean individual category.

2.     

2.  Bulk Upload:Upload: The user can click on the bulk upload button to create multiple categories at a time,time. downloadDownload csvthe fileCSV file, fill in the data, and fillupload theit.
data then upload.

3.     

3. Edit Category: HereThe youuser can edit the already created categorycategories by clicking on the edit icon available in each row of the categories list.

4.     

4. Delete Category: HereThe youuser can delete already created categorycategories by clicking on the delete icon available in each row of the categories list.

Settings -> Inventories -> Manufacturer

1.

1. Add Manufacturer:Manufacturer: The user can type the manufacturer name in the text box and click on “the "Add manufacturer”Manufacturer" button to add thean individual manufacturer.

2.   

2. Bulk Upload:Upload: The user can click on the bulk upload button to create multiple manufacturers at aonce. time,Download downloadthe csvCSV filefile, fill in the data, and fillupload theit.
data then upload.

3.     

3.  Edit Manufacturer:Manufacturer: HereThe youuser can edit already created manufacturermanufacturers by clicking on the edit icon available in each row of the manufacturer list.

4.   

4. Delete Manufacturer: HereThe youuser can delete the already created manufacturermanufacturers by clicking on the delete icon available in each row of the manufacturer list.

 Settings -> Inventories -> SKU

1.

1. Add SKU: The user can type the SKU name, Threshold, Min ThresholdThreshold, and Max Threshold in the relatedrespective text boxes and click on “the "Add SKU”SKU" button to add thean individual SKU.

   Note: Every inventory has individual SKU, for every inventory type we have to create separate SKU in settings.

2.      

2. Bulk Upload: The user can click on the bulk upload button to create multiple SKUSKUs at aonce. time,Download downloadthe csvCSV file andfile, fill in the datadata, thenand upload.
   upload

   3.it.

 
3. Edit ManufacturerSKU: HereThe youuser edit/can edit or update already created SKUSKUs by clicking on the edit icon available in each row of the SKU list.

4.     

4. Delete ManufacturerSKU: HereThe youuser can delete already created SKUSKUs by clicking on the delete icon available in each row of the SKU list.

 

Settings -> Inventories -> Stock Room

1.       Add Stock Room: click on “Add Stock Room” button to add the individual Stock Room following page will be display. Fill the all-mandatory fields then only save button will be enabled, click on save button to create stock room.

Note: Every inventory has an individual Stock Room, for every inventory type we must  create separate Stock Room in settings.

2.    Bulk Upload: click on bulk upload button to create multiple Stock Room at a time, download csv file and fill in the data then upload.

3.      Edit Stock Room: Here you edit/update already created Stock Room by clicking on edit icon available in each row of Stock Room  list.

4.      Delete Stock Room: Here you delete the already created Stock Room by clicking on the delete icon available in each row of Stock Room  list.

Note: you cannot edit/update details in stock room if it is linked to an existing inventory, system display warning message as shown by following screenshot.

Settings -> My Organization -> Location

1.      Add Location: click on the add location button to create individual location.

When click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your location details will be saved and displayed in the table first row.

2.     Bulk Upload Location: Click on bulk upload button to create multiple locations at a time, download csv file and fill the data   then upload. 

3.      Export button: To download QR list (locations), you can export as with image or without image.

4.      QR: Click on QR icon and Scan QR to view that location

5.      Edit Location: Here you edit already created locations by clicking on edit icon available in each row of Location list.

6.      Delete Location: Here you delete already created locations by clicking on delete icon available in each row of Location list.

Settings -> My Organization -> Building:

1.      Add Building: click on the add building button to create individual building name.

When clicking on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your building details will be saved and displayed in the table first row.

2.       Bulk upload Building: Click on bulk upload button to create multiple buildings at a time, download csv file and fill the data   then upload.

3.       Export button: To download QR list (buildings), you can export as with image or without image.

4.       QR: Click on QR icon and Scan QR to view that building name with location.

5.       Edit Building: Here you edit already created building names by clicking on edit icon available in each row of building list.

6.      Delete Building: Here you delete already created building names by clicking on delete icon available in each row of building list.  

Settings -> My Organization -> Floor:

         6.    QR: Click on QR icon and Scan QR to view that floor name with location.

Settings -> My Organization -> Room:

Settings -> My Organization -> Currency settings:

Select your currency type from the dropdown as shown by the screenshot below .